ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,326,002 | -4.6% | 5,318 | 0.0% | 0.55% | -1.4% |
| Q2 2023 | $1,390,507 | +4.8% | 5,318 | +0.3% | 0.56% | +1.6% |
| Q1 2023 | $1,326,426 | +3.8% | 5,302 | +0.4% | 0.55% | -4.2% |
| Q4 2022 | $1,277,677 | +11.4% | 5,282 | +1.0% | 0.57% | +10.0% |
| Q3 2022 | $1,147,000 | -3.0% | 5,230 | 0.0% | 0.52% | +1.0% |
| Q2 2022 | $1,183,000 | -15.4% | 5,230 | +0.4% | 0.51% | -10.8% |
| Q1 2022 | $1,398,000 | -5.0% | 5,211 | +0.3% | 0.58% | -6.0% |
| Q4 2021 | $1,471,000 | +8.4% | 5,195 | +0.7% | 0.61% | +10.3% |
| Q3 2021 | $1,357,000 | -2.1% | 5,157 | 0.0% | 0.56% | -3.8% |
| Q2 2021 | $1,386,000 | +3.8% | 5,157 | +0.5% | 0.58% | +0.2% |
| Q1 2021 | $1,335,000 | +13.2% | 5,130 | 0.0% | 0.58% | +1.4% |
| Q4 2020 | $1,179,000 | +24.4% | 5,130 | +0.3% | 0.57% | -0.4% |
| Q3 2020 | $948,000 | +4.8% | 5,115 | +0.5% | 0.57% | -10.2% |
| Q2 2020 | $905,000 | +24.7% | 5,092 | +1.0% | 0.64% | -9.8% |
| Q1 2020 | $726,000 | – | 5,044 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |